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Disclosery

ASSET PLANNING CORPORATION: BRK-B position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of ASSET PLANNING CORPORATION on BRK-B, newest first. How the timeline and the estimate are built.

ASSET PLANNING CORPORATION held 41,838 BRK-B shares at 2025-09-30 per its 13F-HR filed 2025-11-06.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 41,838 shares
    Change vs previous 13F +725 shares

    9.98% of the 13F portfolio, value $21,033,820.

    13F-HR 0001951757-25-001276 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2025-06-30
    13F 41,113 shares
    Change vs previous 13F +2,374 shares

    10.63% of the 13F portfolio, value $19,971,639.

    13F-HR 0001951757-25-000944 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-03-31
    13F 38,739 shares
    Change vs previous 13F +96 shares

    12.16% of the 13F portfolio, value $20,631,617.

    13F-HR 0001951757-25-000534 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2024-12-31
    13F 38,643 shares
    Change vs previous 13F +904 shares

    10.97% of the 13F portfolio, value $17,516,099.

    13F-HR 0001951757-25-000119 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2024-09-30
    13F 37,739 shares
    Change vs previous 13F +670 shares

    11.34% of the 13F portfolio, value $17,369,752.

    13F-HR 0001951757-24-001080 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2024-06-30
    13F 37,069 shares
    Change vs previous 13F +8,413 shares

    11.28% of the 13F portfolio, value $15,079,669.

    13F-HR 0001951757-24-000579 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-03-31
    13F 28,656 shares
    Change vs previous 13F -576 shares

    8.8% of the 13F portfolio, value $12,050,421.

    13F-HR 0001951757-24-000386 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2023-12-31
    13F 29,232 shares
    Change vs previous 13F not available

    8.05% of the 13F portfolio, value $10,425,886.

    13F-HR 0001951757-24-000072 filed by ASSET PLANNING CORPORATION
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).